Latest news with #BILLHoldings
Yahoo
07-07-2025
- Business
- Yahoo
BILL Holdings (BILL) Fell due to Weakness in Consumer Confidence
Frontier Capital Management, an investment management company, released its 'Frontier Small Cap Growth Fund' first quarter 2025 investor letter. A copy of the letter can be downloaded here. Class N shares of the fund returned -14.43% in the first quarter, compared to -11.12% for the benchmark Russell 2000 Growth Index. The fund returned -14.50% for the 12 months ended March 31, 2025, compared to the benchmark return of -4.86%. US equities traded lower in the first quarter, mainly during the last week of the quarter. In addition, you can check the fund's top 5 holdings to determine its best picks for 2025. In its first quarter 2025 investor letter, Frontier Small Cap Growth Fund highlighted stocks such as BILL Holdings, Inc. (NYSE:BILL). BILL Holdings, Inc. (NYSE:BILL) provides cloud-based software solutions to simplify, digitize, and automate complex back-office financial operations. The one-month return of BILL Holdings, Inc. (NYSE:BILL) was 5.68%, and its shares lost 8.49% of their value over the last 52 weeks. On July 3, 2025, BILL Holdings, Inc. (NYSE:BILL) stock closed at $48.21 per share, with a market capitalization of $4.97 billion. Frontier Small Cap Growth Fund stated the following regarding BILL Holdings, Inc. (NYSE:BILL) in its first quarter 2025 investor letter: "Industrials was the second main area of underperformance, mostly due to stock selection. Our worst industrial name was BILL Holdings, Inc. (NYSE:BILL), a payments company that services small businesses. When BILL reported its fourth quarter financial results, investors became concerned about the company's ability to maintain its margins due to lower adoption rates of its more profitable payment service offerings. Additionally, during the period, market sentiment towards small businesses turned markedly negative. We reduced our position in BILL as it appears the ongoing consumer confidence weakness will continue to hamper small businesses spending." A group of finance professionals hard at work in an office, signifying accounts payable and accounts receivable. BILL Holdings, Inc. (NYSE:BILL) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 53 hedge fund portfolios held BILL Holdings, Inc. (NYSE:BILL) at the end of the first quarter, which was 64 in the previous quarter. In the fiscal third quarter of 2025, BILL Holdings, Inc. (NYSE:BILL) reported revenue of $358 million up 11% year-over-year. While we acknowledge the potential of BILL Holdings, Inc. (NYSE:BILL) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the undervalued AI stock set for massive gains. In another article, we covered BILL Holdings, Inc. (NYSE:BILL) and shared Parnassus Mid Cap Growth Fund's views on the company. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. While we acknowledge the potential of BILL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
05-07-2025
- Business
- Yahoo
Do You Believe in the Growth Potential of BILL Holdings (BILL)?
Parnassus Investments, an investment management company, released the 'Parnassus Mid Cap Growth Fund' first quarter 2025 investor letter. A copy of the letter can be downloaded here. The Russell Midcap Growth Index fell 7.12% in the first quarter, starting with a continuation of the late 2024 rally but later experiencing a sharp decline. The Fund (Investor Shares) fell -9.98% (net of fees) in the quarter, compared to the Russell Midcap Growth Index's -7.12% fall. Stock selection in Consumer Discretionary and Industrials contributed to the relative performance, while Communication Services and Health Care detracted. In addition, please check the fund's top five holdings to know its best picks in 2025. In its first-quarter 2025 investor letter, Parnassus Mid Cap Growth Fund highlighted stocks such as BILL Holdings, Inc. (NYSE:BILL). BILL Holdings, Inc. (NYSE:BILL) provides cloud-based software solutions to simplify, digitize, and automate complex back-office financial operations. The one-month return of BILL Holdings, Inc. (NYSE:BILL) was 5.54%, and its shares lost 9.31% of their value over the last 52 weeks. On July 2, 2025, BILL Holdings, Inc. (NYSE:BILL) stock closed at $48.21 per share, with a market capitalization of $4.97 billion. Parnassus Mid Cap Growth Fund stated the following regarding BILL Holdings, Inc. (NYSE:BILL) in its Q1 2025 investor letter: "We initiated positions in several disruptive, highly innovative companies whose valuations fell sharply during the sell-off. We re-initiated a position in BILL Holdings, Inc. (NYSE:BILL), which operates an innovative SMB-focused payments automation platform ( We see significant growth potential ahead resulting from its ability to further penetrate the market for small-to medium-sized businesses." A group of finance professionals hard at work in an office, signifying accounts payable and accounts receivable. BILL Holdings, Inc. (NYSE:BILL) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 53 hedge fund portfolios held BILL Holdings, Inc. (NYSE:BILL) at the end of the first quarter, which was 64 in the previous quarter. In the fiscal third quarter of 2025, BILL Holdings, Inc. (NYSE:BILL) reported revenue of $358 million up 11% year-over-year. While we acknowledge the potential of BILL Holdings, Inc. (NYSE:BILL) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the undervalued AI stock set for massive gains. In another article, we covered BILL Holdings, Inc. (NYSE:BILL) and shared the list of best tech stocks to buy on the dip. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. While we acknowledge the potential of BILL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
22-06-2025
- Business
- Yahoo
Here's Why Morgan Stanley Downgraded BILL Holdings (BILL)
BILL Holdings, Inc. (NYSE:BILL) is one of the 11 Best Tech Stocks to Buy On the Dip. On June 11, Morgan Stanley analyst Chris Quintero downgraded BILL Holdings, Inc. (NYSE:BILL) to Hold while also reducing the price target from $60 to $55. The downgraded rating comes after the firm sees depreciating spending trends in the small and medium-sized business. Chris Quintero noted that the previous improved sentiment around BILL Holdings, Inc. (NYSE:BILL) was based on the optimism that small and medium-sized businesses will see improved spending, better monetization strategies, and attractive valuations. However, recent market developments indicate weakness in all these factors. The analyst highlighted that while the long-term prospects of BILL Holdings, Inc. (NYSE:BILL) remain positive, the near-term outlook remains questionable, thereby undermining its immediate growth catalyst. A group of finance professionals hard at work in an office, signifying accounts payable and accounts receivable. The company released its fiscal third quarter results for 2025 on May 8. The total revenue for the quarter grew 11% year-over-year to $358.2 million, whereas the core revenue grew 14% to $320.3 million. BILL Holdings, Inc. (NYSE:BILL) revised its full-year outlook downwards and now expects FY25 revenue to grow around 12% to 13% down from the previous guidance of 13% to 14% growth. While we acknowledge the potential of BILL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
06-06-2025
- Business
- Yahoo
BILL Holdings, Inc. (BILL): A Bull Case Theory
We came across a bullish thesis on BILL Holdings, Inc. (BILL) on Compounding Your Wealth's Substack. In this article, we will summarize the bulls' thesis on BILL. BILL Holdings, Inc. (BILL)'s share was trading at $43.40 as of 29th May. BILL's forward P/E was 19.76 according to Yahoo Finance. Highlighting the company's sector and industry, a technician working on a complex SaaS in a technology lab. reported strong financial results for Q1 FY25 with total revenue of $358.2 million, marking a 10.9% increase year-over-year and beating estimates by 0.8%. This growth was primarily driven by subscription and transaction fees, which rose 13.9% to $320 million and accounted for nearly 90% of total revenue. Despite this revenue strength, gross margin declined slightly by 2.3 percentage points to 84.9%, while operating margin also contracted to 14.9%, down 3.2 percentage points year-over-year, reflecting margin pressures from investments and possibly a shift in product mix. The company's free cash flow margin, however, improved significantly by 6.8 percentage points to 27.5%, highlighting efficient cash generation. Net margin remained negative at -3.2%, worsening by 13.1 percentage points, which could be attributed to non-cash expenses or continued investment in growth initiatives. Non-GAAP EPS came in at $0.50, exceeding expectations by 35%. On the customer front, served 488,600 businesses, a 5.1% increase, with the AP/AR platform growing to 164,800 customers, up 12.3% year-over-year. Total payment volume and transaction counts both rose by over 11% and 15% respectively, signaling strong user engagement despite some moderation in spending per customer. The company introduced new features like multi-entity management, procurement automation, and mass payments aimed at mid-market firms, while also accelerating investment in AI-powered finance agents to automate key processes. Management cautioned about near-term uncertainty impacting SMB discretionary spending but remains confident in the company's long-term growth prospects, supported by ongoing product innovation, strategic pricing changes, and a robust accounting channel partnership. Guidance for FY25 was slightly lowered but remains optimistic for accelerated growth and margin expansion in the following year. For a comprehensive analysis of another standout stock covered by the same author, we recommend reading our summary of this on Shopify Inc. (SHOP). BILL Holdings, Inc. (BILL) is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 53 hedge fund portfolios held BILL at the end of the first quarter which was 64 in the previous quarter. While we acknowledge the potential of LYFT as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. This article was originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
06-06-2025
- Business
- Yahoo
High Growth Tech Stocks in US with Promising Potential
With the S&P 500 reaching 6,000 for the first time since February and a solid May jobs report bolstering market confidence, U.S. stock indexes are poised for gains as investor concerns about tariffs ease. In this vibrant economic landscape, identifying high growth tech stocks with promising potential involves looking at companies that can leverage strong corporate earnings and favorable market conditions to drive innovation and expansion in the technology sector. Name Revenue Growth Earnings Growth Growth Rating Super Micro Computer 26.38% 39.09% ★★★★★★ Mereo BioPharma Group 53.63% 66.57% ★★★★★★ Ardelyx 20.78% 59.46% ★★★★★★ Travere Therapeutics 26.41% 64.47% ★★★★★★ TG Therapeutics 26.46% 38.75% ★★★★★★ AVITA Medical 27.28% 60.66% ★★★★★★ Alkami Technology 20.54% 76.67% ★★★★★★ Alnylam Pharmaceuticals 23.64% 61.12% ★★★★★★ Ascendis Pharma 35.15% 60.20% ★★★★★★ Lumentum Holdings 22.53% 112.10% ★★★★★★ Click here to see the full list of 226 stocks from our US High Growth Tech and AI Stocks screener. Here's a peek at a few of the choices from the screener. Simply Wall St Growth Rating: ★★★★☆☆ Overview: BILL Holdings, Inc. offers a financial operations platform catering to small and midsize businesses globally, with a market capitalization of approximately $4.70 billion. Operations: The company generates revenue primarily from its Software & Programming segment, amounting to $1.42 billion. BILL Holdings has demonstrated a robust trajectory in its financial and operational strategies, notably with the recent executive team expansion to bolster its growth and leadership in the tech sector. The company's strategic maneuvers, including securing a $300 million credit facility for enhanced financial flexibility and the integration of new online bill payment solutions through its partnership with Xero, underscore its innovative approach to streamlining financial operations for small businesses. Moreover, BILL's commitment to R&D is evident from its annual expenditure growth rate of 15%, aligning with revenue increases and ensuring continuous improvement in service offerings. This strategy not only enhances client engagement by simplifying payment processes but also positions BILL effectively for sustained growth in a competitive landscape. Unlock comprehensive insights into our analysis of BILL Holdings stock in this health report. Examine BILL Holdings' past performance report to understand how it has performed in the past. Simply Wall St Growth Rating: ★★★★☆☆ Overview: DoubleVerify Holdings, Inc. offers media effectiveness platforms globally, with a market capitalization of approximately $2.39 billion. Operations: DoubleVerify generates revenue primarily from its data processing segment, which accounts for $681.13 million. The company's focus is on providing media effectiveness solutions both in the U.S. and internationally. DoubleVerify Holdings is navigating a dynamic tech landscape with its innovative digital media measurement and analytics solutions. The company's recent partnership with Impact Plus, focusing on emissions measurement for digital campaigns, underscores its commitment to sustainability in advertising technologies. Despite facing challenges such as a significant lawsuit alleging overbilling and technological limitations on closed platforms, DoubleVerify has maintained a revenue growth forecast of 10% annually. Moreover, the firm's strategic board appointments and product enhancements like AI-powered controls for Google's Search Partner Network highlight its proactive approach in adapting to industry shifts and enhancing client offerings. Delve into the full analysis health report here for a deeper understanding of DoubleVerify Holdings. Assess DoubleVerify Holdings' past performance with our detailed historical performance reports. Simply Wall St Growth Rating: ★★★★★☆ Overview: Q2 Holdings, Inc. offers digital solutions tailored for financial institutions, FinTechs, and alternative finance companies in the United States with a market capitalization of $5.58 billion. Operations: The company generates revenue primarily through the sale, implementation, and support of its digital solutions, amounting to $720.69 million. It focuses on serving financial institutions, FinTechs, and alternative finance companies in the U.S., with a market cap of $5.58 billion. Q2 Holdings is distinguishing itself in the fintech sector with strategic innovations aimed at integrating banking services directly into ERP systems, a move underscored by their recent launch of Direct ERP. This solution not only streamlines financial processes but also enhances transparency and efficiency, addressing a significant market need as evidenced by Datos Insights revealing that 91% of North American businesses prioritize such integrations. Financially, Q2 has shown resilience with a notable turnaround in its first quarter earnings for 2025, reporting net income of $4.75 million compared to a net loss the previous year and projecting robust revenue growth between 10% to 13% for Q2. These developments suggest that Q2 Holdings is adeptly navigating its market challenges while capitalizing on emerging business opportunities within digital banking solutions. Dive into the specifics of Q2 Holdings here with our thorough health report. Explore historical data to track Q2 Holdings' performance over time in our Past section. Get an in-depth perspective on all 226 US High Growth Tech and AI Stocks by using our screener here. Hold shares in these firms? Setup your portfolio in Simply Wall St to seamlessly track your investments and receive personalized updates on your portfolio's performance. Join a community of smart investors by using Simply Wall St. It's free and delivers expert-level analysis on worldwide markets. Explore high-performing small cap companies that haven't yet garnered significant analyst attention. Fuel your portfolio with companies showing strong growth potential, backed by optimistic outlooks both from analysts and management. Find companies with promising cash flow potential yet trading below their fair value. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include BILL DV and QTWO. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@ Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
